ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,688,521 | -3.4% | 25,890 | 0.0% | 0.85% | +0.2% |
| Q2 2023 | $1,747,564 | +1.7% | 25,890 | +1.9% | 0.85% | -4.1% |
| Q1 2023 | $1,718,371 | +6.4% | 25,401 | -0.0% | 0.88% | +1.3% |
| Q4 2022 | $1,615,334 | +12.1% | 25,404 | +0.8% | 0.87% | +1.0% |
| Q3 2022 | $1,441,000 | -45.7% | 25,214 | -39.9% | 0.86% | -43.1% |
| Q2 2022 | $2,654,000 | -13.6% | 41,924 | -0.3% | 1.52% | +2.2% |
| Q1 2022 | $3,073,000 | -32.3% | 42,043 | -28.8% | 1.48% | -34.0% |
| Q4 2021 | $4,536,000 | -3.8% | 59,081 | -6.0% | 2.25% | -15.1% |
| Q3 2021 | $4,715,000 | -44.9% | 62,822 | -44.6% | 2.65% | -46.1% |
| Q2 2021 | $8,560,000 | -37.1% | 113,323 | -37.7% | 4.91% | -34.4% |
| Q1 2021 | $13,602,000 | -39.3% | 181,967 | -40.4% | 7.49% | -42.0% |
| Q4 2020 | $22,396,000 | +4.7% | 305,088 | -2.8% | 12.91% | -6.2% |
| Q3 2020 | $21,387,000 | +2.5% | 313,915 | -0.6% | 13.76% | -7.6% |
| Q2 2020 | $20,871,000 | -3.4% | 315,933 | -9.3% | 14.88% | -19.3% |
| Q1 2020 | $21,612,000 | -8.0% | 348,304 | +10.6% | 18.44% | -2.1% |
| Q4 2019 | $23,482,000 | – | 315,024 | – | 18.84% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 680,595 | $49,554,000 | 32.19% |
| Burt Wealth Advisors | 438,801 | $31,949,000 | 14.50% |
| SimpliFi, Inc. | 246,991 | $17,983,000 | 12.51% |
| Peterson Wealth Advisors, LLC | 228,488 | $16,636,000 | 12.14% |
| Legacy Financial Advisors, Inc. | 438,442 | $31,923,000 | 11.56% |
| Smart Money Group LLC | 153,276 | $11,160,000 | 10.13% |
| Merit Financial Group, LLC | 852,083 | $61,403,000 | 9.83% |
| Price Wealth, LLC | 361,686 | $26,334,000 | 9.81% |
| Arcus Capital Partners, LLC | 237,268 | $17,275,000 | 8.15% |
| Mascoma Wealth Management LLC | 168,011 | $12,233,000 | 8.07% |